Terms of Service

By accessing or using any part of our website, client portal, or services, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy, which is incorporated herein by reference. If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind such entity to these Terms.

We reserve the right to update or modify these Terms at any time. Material changes will be communicated via email or through a prominent notice on our website. Your continued use of our services following any changes constitutes acceptance of the revised Terms.

Wiseridge provides fractional executive services designed for growing businesses with 5-50 employees. Our services span the following practice areas:

• Marketing & Growth: Strategic marketing leadership, SEO/GEO optimization, content strategy, brand development, and growth campaign execution.
• Finance & Accounting: Fractional CFO services, bookkeeping, financial modeling, budgeting, cash flow management, and tax preparation coordination.
• AI & Digital Transformation: Strategic technology strategy, systems architecture, AI implementation, software development oversight, and digital transformation consulting.
• Web & Digital: Website design and development, e-commerce solutions, WordPress and Shopify maintenance plans, and digital platform management.
• Operations: Process optimization, project management, vendor management, systems implementation, and operational workflow design.

The specific services, deliverables, timelines, and fees applicable to your engagement will be detailed in a separate Statement of Work (SOW) or service agreement executed between you and Wiseridge.

Access to our client portal requires registration with a valid email address and password. By creating an account, you agree to:

• Provide accurate, current, and complete registration information.
• Maintain the security and confidentiality of your login credentials.
• Immediately notify us of any unauthorized use of your account.
• Accept responsibility for all activities that occur under your account.

We reserve the right to suspend or terminate accounts that violate these Terms, remain inactive for extended periods, or are used in a manner inconsistent with the intended purpose of the client portal. The client portal provides access to project dashboards, support ticket management, document sharing, and billing information related to your service engagement.

Each service engagement is governed by a separate Statement of Work (SOW) that defines the specific scope, deliverables, timeline, and resources allocated. The SOW is incorporated into and governed by these Terms.

• Scope Changes: Any changes to the scope of work must be agreed upon in writing by both parties. Additional work beyond the original scope may result in additional fees.
• Client Responsibilities: You agree to provide timely access to information, systems, personnel, and resources reasonably necessary for us to perform the services. Delays caused by the Client may result in adjusted timelines.
• Professional Standards: We will perform all services in a professional and workmanlike manner consistent with generally accepted industry standards.

Fees for our services are specified in your Statement of Work or service agreement. Our billing practices include:

• Billing Models: Services may be billed on a monthly retainer, project-based, or subscription basis, as specified in your SOW.
• Payment Processing: All payments are processed securely through Stripe. By providing payment information, you authorize us to charge your designated payment method according to the agreed billing schedule.
• Subscription & Retainer Billing: Retainer and subscription fees are billed in advance on a recurring monthly basis. Your subscription will automatically renew unless cancelled in accordance with the cancellation terms in your SOW.
• Late Payments: Invoices are due upon receipt unless otherwise specified. Payments not received within 30 days of the invoice date may be subject to a late fee of 1.5% per month on the outstanding balance.
• Taxes: Fees are exclusive of all applicable taxes, duties, and levies, which are the responsibility of the Client.
• Refunds: Prepaid retainer fees are non-refundable except as expressly stated in your SOW or as required by applicable law.

• Client Work Product: Unless otherwise specified in the applicable SOW, all deliverables created specifically for you during the course of an engagement ("Work Product") shall become your property upon full payment of all associated fees.
• Pre-Existing Materials: We retain all rights to our pre-existing intellectual property, methodologies, frameworks, tools, templates, and know-how ("Pre-Existing Materials"). To the extent Pre-Existing Materials are incorporated into deliverables, we grant you a non-exclusive, perpetual, royalty-free license to use such materials solely in connection with the deliverables.
• Wiseridge Brand: All Wiseridge trademarks, logos, website content, and marketing materials are our exclusive property and may not be used without our prior written consent.
• Feedback: Any feedback, suggestions, or ideas you provide regarding our services may be used by us without obligation or compensation to you.

Both parties agree to maintain the confidentiality of all proprietary and confidential information disclosed during the course of the engagement ("Confidential Information"). Confidential Information includes, but is not limited to, business strategies, financial data, customer lists, trade secrets, technical information, and any information marked as confidential.

• Neither party shall disclose Confidential Information to any third party without the prior written consent of the disclosing party.
• Confidential Information shall be used solely for the purposes of the engagement.
• These obligations do not apply to information that is publicly available, independently developed, or required to be disclosed by law.
• Confidentiality obligations shall survive the termination of the engagement for a period of three (3) years.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW:

• IN NO EVENT SHALL WISE OWL OFFICE, ITS OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, BUSINESS OPPORTUNITY, OR GOODWILL, ARISING OUT OF OR RELATED TO THESE TERMS OR OUR SERVICES.
• OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR ANY SERVICE ENGAGEMENT SHALL NOT EXCEED THE TOTAL FEES PAID BY YOU TO WISE OWL OFFICE DURING THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
• THE FOREGOING LIMITATIONS SHALL APPLY REGARDLESS OF THE FORM OF ACTION, WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR OTHERWISE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Some jurisdictions do not allow the exclusion or limitation of certain damages. In such jurisdictions, our liability shall be limited to the greatest extent permitted by law.

You agree to indemnify, defend, and hold harmless Wiseridge and its officers, directors, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to:

• Your breach of these Terms.
• Your use of our services in violation of applicable laws or regulations.
• Any materials, data, or content you provide to us that infringes upon the rights of any third party.
• Any negligent or wrongful act or omission by you or your employees, agents, or representatives.

• Termination for Convenience: Either party may terminate a service engagement by providing written notice as specified in the applicable SOW (typically 30 days' prior written notice).
• Termination for Cause: Either party may terminate immediately upon written notice if the other party materially breaches these Terms or the applicable SOW and fails to cure such breach within fifteen (15) days of receiving written notice of the breach.
• Effect of Termination: Upon termination, you shall pay all fees for services rendered through the effective date of termination. We will provide reasonable assistance in transitioning services and deliverables, subject to payment of applicable fees.
• Survival: Sections relating to Intellectual Property, Confidentiality, Limitation of Liability, Indemnification, and Dispute Resolution shall survive the termination of these Terms.

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law provisions.

• Informal Resolution: Before initiating any formal dispute resolution process, both parties agree to attempt to resolve any dispute informally through good-faith negotiation for a period of not less than thirty (30) days.
• Mediation: If informal resolution is unsuccessful, the parties agree to submit the dispute to non-binding mediation administered by a mutually agreed-upon mediator in Jacksonville, Florida.
• Jurisdiction: Any legal action or proceeding arising out of or relating to these Terms shall be brought exclusively in the state or federal courts located in Duval County, Florida, and each party irrevocably consents to the jurisdiction of such courts.

These Terms, together with our Privacy Policy and any applicable Statement of Work or service agreement, constitute the entire agreement between you and Wiseridge with respect to the subject matter hereof and supersede all prior or contemporaneous communications, proposals, and agreements, whether oral or written.

If any provision of these Terms is held to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The failure of either party to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.

These Terms may not be assigned or transferred by you without our prior written consent. We may assign these Terms without restriction.

If you have any questions or concerns about these Terms of Service, please contact us: